Robert Nathan is a registered investment advisor at Anchor Bay Private Wealth LLC, based in Tustin, CA, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 62 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
17332 Irvine Blvd, Suite 285, Tustin, CA, 92780
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert is the owner of printOne, a printing broker, since 1997.
Employment History
Current Registrations
Anchor Bay Private Wealth LLC
Anchor Bay Capital, INC.
State Registrations1 state
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